{first_name},

Hope you are doing well!

When you have a moment, could please give Renee a call at the office to schedule a date and time that works best for us to meet.
Of if your prefer, below is a link to my calendar to set-up a time for us to speak, in-person, via Zoom, or by phone. 
Just like your physical health, its nice to do a wellness check on your insurance policies to make sure they are working in the best way for you.

Schedule a Policy Review

Look forward to speaking you soon!

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